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· Private foundation

Sophia and Elmer Oerter Charitable Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$152k
Granted FY2025still arriving
7
Grants FY2025still arriving
1
States reached
$75k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 90% of SOPHIA AND ELMER OERTER CHARITABLE FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 7 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k2 grants · $3k
  • $10k–50k4 grants · $75k
  • $50k–250k1 grant · $75k
$18,600
Median grant
1
States reached
$3.9M
Total assets
Largest grants
RecipientAmount
COLUMBIA AMERICAN LEGION POST 581$75,000
IMMACULATE CONCEPTION PARISH$26,250
REGIONAL OFFICE OF EDUCATION$19,802
MAPLE GROVE CIVIC ASSOCIATION$18,600
BOY SCOUTS OF AMERICA$10,000
Individual grant recipient$1,600
WATERLOO AMERICAN LEGION POST 6504$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY22–22, $32k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%SHARE THE MAGIC FOUNDATION INC: $32k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

64%of every dollar goes to organizations you’ve funded before.
$531k · 12 repeat orgs$296k to everyone else

12 repeat relationships — 4 still active in FY2025, 8 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
15

Total granted

$531k
$250k

Still filing today

0%
33%

New vs renewed · share of each year

In FY2025, 70% of grant dollars renewed an existing relationship; $46k went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25
ReligionHuman ServicesHealthOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • RO
    REGIONAL OFFICE OF EDUCATION
    5× · 2021–2025 · $90k
  • CA
    COLUMBIA AMERICAN LEGION POST 581
    4× · 2022–2025 · $83k
  • CO
    CITY OF COLUMBIA ILLINOIS
    2× · 2021–2022 · $64k

Funded once

  • CO
    CITY OF COLUMBIA
    one grant, 2024 · $55k
  • ST
    SHARE THE MAGIC FOUNDATION INCgraduated
    one grant, 2022 · $32k · revenue +40%
  • MC
    MIDWEST CLEAN FOOD AND WATER MOVEMENT
    one grant, 2022 · $27k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field
04the grantee network

5 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 5 of the 30 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
5/5
Grantees still filing
3/5
Grew since you first funded

Where your money sits — by cause, then by grantee

REGIONAL OFFICE OF EDUCATION — $89,503 · OtherREGIONAL OFFICE OF EDUCATIONCOLUMBIA AMERICAN LEGION POST 581 — $82,612 · OtherCOLUMBIA AMERICAN LEGION POST 581CITY OF COLUMBIA ILLINOIS — $63,801 · OtherCITY OF COLUMBIA ILLINOISCITY OF COLUMBIA — $55,000 · OtherCITY OF COLUMBIAHOPE CHRISTIAN CHURCH — $54,795 · OtherHOPE CHRISTIAN CHURCHCITY OF WATERLOO ILLINOIS — $47,500 · OtherCITY OF WATERLOO ILLINOISBOY SCOUTS OF AMERICA — $42,500 · OtherBOY SCOUTS OF AMERICAFRIENDS OF FISHER HOUSE — $40,000 · OtherFRIENDS OF FISHER HOUSEMIDWEST CLEAN FOOD AND WATER MOVEMENT — $27,246 · OtherIMMACULATE CONCEPTION PARISH — $26,250 · OtherHISTORY MUSEUM OF MONROE COUNTY ILLINOIS — $25,000 · Other+15 more — $190,351 · Other+15 moreSHARE THE MAGIC FOUNDATION INC — $32,227 · Human ServicesHUMAN SUPPORT SERVICES — $25,000 · HealthGood Samaritan Ministries of the Metro East — $15,000 · ReligionSOCIETY OF ST VINCENT DE PAUL ROCKFORD COUNCIL — $10,000 · Religion
Other$744,558Human Services$32,227Health$25,000Religion$25,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0Mgrantee revenue →↑ your share of their budgetSHARE THE MAGIC FOUNDATION INC — $32,227 over 1y, 2.7% of budgetHUMAN SUPPORT SERVICES — $25,000 over 1y, 0.3% of budgetGood Samaritan Ministries of the Metro East — $15,000 over 1y, 5.0% of budgetSOCIETY OF ST VINCENT DE PAUL ROCKFORD COUNCIL — $10,000 over 1y, 0.3% of budgetLinc Inc — $6,000 over 1y, 0.8% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds SHARE THE MAGIC FOUNDATION INC
  • Who funds HUMAN SUPPORT SERVICES
  • Who funds Good Samaritan Ministries of the Metro East
  • Who funds SOCIETY OF ST VINCENT DE PAUL ROCKFORD COUNCIL
  • Who funds Linc Inc

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Raymond James Charitable Endowment FundFL11.1× affinity5 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Raymond James Charitable Endowment Fund · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Sophia and Elmer Oerter Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2023
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%10%20%30%40%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Sophia and Elmer Oerter Charitable Foundation?

    Find your warmest path to Sophia and Elmer Oerter Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 30 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph